At Allegacy, our roots run deep — anchored in a longstanding commitment to doing right by our members and the communities we serve. Every role within our organization plays a vital part in nurturing the relationships that make that promise real. As a member of our team, you'll be empowered to live out our brand every day, building meaningful connections that support the financial wellbeing of those who count on us most.
This position has initial contact with members needing customer service, transactional, deposit and loan assistance. They satisfy member’s financial needs by processing monetary transactions efficiently and accurately. This individual will provide excellent customer service and sell products and services to meet the members’ specific needs. They process all loan applications submitted via Internet, phone, mail or fax, insuring that the correct information is obtained for accuracy. Handle multiple tasks with organizational skills to assist manager and other financial center staff. This position will require face-to-face contact with the membership on a daily basis.
High School graduate or equivalent required
Cash handling experience preferred
Two or more years in sales environment, preferably financial products and services
Two years financial institution experience preferred
Eligible to be registered as a Mortgage Loan Originator with the Nationwide Mortgage Licensing System
Allegacy Financial is where roots and relationships matter. Founded in 1967 as a credit union to support people in the Winston-Salem area, we’ve grown alongside North Carolina communities by building trusted relationships and local impact. Today, we’re a comprehensive banking and financial partner, offering personal, small business, commercial, and wealth management services. We put our members first, helping them move ahead with expertise and ease. As we continue to expand, our bond remains the same: reinvesting in our communities, guiding our members with care, and helping North Carolinians thrive.
